Log an email to an existing deal to keep important communication tracked in a centralized location.
📑Learn To:
🔒Permissions
Any user can install the Microsoft Outlook Add-in and create deals, log emails, or sync contacts from Outlook to the TermSheet account.
💡Things to Consider
You may also attach a file or add a comment prior to logging an email
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To add a comment, type your notes in the comment box at the bottom, then select the orange "Log Email" button
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To add a file, select the files you wish to include from the files section, then select the orange "Log Email" button.
⚙️Steps
Add an email to a deal from Outlook
- To log an email to an existing deal, find the deal in the TermSheet panel on the right side of your email client and hit the big orange "Log Email" button.
View a logged email in TermSheet
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Select a deal
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Select "Edit Layout" in the upper right corner
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Select "Add Panel"
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Select "Emails"
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Drag the email panel in the layout to reposition it.
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Select the "Save" to apply the changes.
